About this role
Financial Advisor- Waterloo, IA at Lincoln Savings Bank. Location: Waterloo, Iowa, United States. Role: meeting with clients, advising clients on investments, developing client relationships Requirements: Bachelor's degree in Accounting, Finance, Business Administration or related field; CFP/ChFC/CFA preferred; Life & Health Insurance license or eligible within 90 days. Category: Finance and Accounting Seniority: Entry Level Certifications: life and health insurance, certified financial planner (cfp) or chartered financial consultant (chfc) or chartered financial analyst (cfa) Commitment: Full Time Workplace: Onsite Languages: English